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Science & Technology Partners, L.P.

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13F filer, CIK 2029433, GREENWICH, CT

Science & Technology Partners, L.P. reported $358,890,129 across 26 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 69.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002029433-25-000009

Period
2025-09-30
Reported value
$359M
Holdings
26
Top 10 weight
69.44%
New
9
Sold out
25

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGnew+89,902$21.9M
CDNSadded+55,575$19.5M
SHOPadded+130,239$19.4M
AVGOadded+49,110$16.2M
TSMadded+50,600$14.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TTANexited-214,550-$23M
CYBERARK SOFTWARE LTD/ISRAELexited-52,065-$21.2M
NVDAexited-122,200-$19.3M
SNOWexited-71,760-$16.1M
RBRKexited-171,140-$15.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002029433-25-000009, largest first. % of portfolio is the value over $352,198,644, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,521 shares; 2025Q1: 76,125 shares; 2025Q2: 85,000 shares; 2025Q3: 68,450 shares 68,450$49.2M13.96%-16,550Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,604 shares; 2025Q1: 36,450 shares; 2025Q2: 61,200 shares; 2025Q3: 110,310 shares 110,310$36.4M10.33%+49,110Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401,000 shares; 2025Q1: 276,641 shares; 2025Q2: 317,276 shares; 2025Q3: 224,073 shares 224,073$24.1M6.85%-93,203Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,254 shares; 2025Q1: 15,892 shares; 2025Q2: 16,150 shares; 2025Q3: 32,925 shares 32,925$23.6M6.71%+16,775Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,902 shares 89,902$21.9M6.22%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 58,275 shares 58,275$20.5M5.81%+55,575Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 133,739 shares 133,739$19.9M5.64%+130,239Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,750 shares; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 68,600 shares 68,600$19.2M5.44%+50,600Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 34,100 shares 34,100$15.2M4.31%+21,400Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161,022 shares; 2025Q1: 50,300 shares; 2025Q2: 85,190 shares; 2025Q3: 91,000 shares 91,000$14.6M4.16%+5,810Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,542 shares; 2025Q3: 104,600 shares 104,600$14.5M4.11%+47,058Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 96,050 shares; 2025Q2: 161,000 shares; 2025Q3: 87,700 shares 87,700$11.7M3.33%-73,300Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,370 shares 75,370$11.4M3.23%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,328 shares; 2025Q1: 26,526 shares; 2025Q2: 17,000 shares; 2025Q3: 14,175 shares 14,175$9.89M2.81%-2,825Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,250 shares; 2025Q1: 7,900 shares; 2025Q2: 2,800 shares; 2025Q3: 20,050 shares 20,050$9.83M2.79%+17,250Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,900 shares 98,900$8.36M2.37%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,125 shares; 2025Q3: 72,011 shares 72,011$7.76M2.2%+8,886Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,400 shares; 2025Q3: 42,400 shares 42,400$7.73M2.2%+25,000Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,300 shares 383,300$6.19M1.76%newTimeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,000 shares; 2025Q3: 114,237 shares 114,237$5.47M1.55%+63,237Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,312 shares 24,312$5.22M1.48%newTimeline
QTUMETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,100 shares 48,100$5.05M1.43%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341,086 shares; 2025Q1: 340,758 shares; 2025Q2: 111,820 shares; 2025Q3: 31,395 shares 31,395$2.29M0.65%-80,425Timeline
TSLIPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,840 shares 55,840$2.24M0.64%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
AVGOBROADCOM INC COMcall19,500$6.43Mnew
JOBYJOBY AVIATION INC COMMON STOCKcall16,000$258Knew

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TTANSERVICETITAN INC214,550$23Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL52,065$21.2Mshares
NVDANVIDIA CORPORATION122,200$19.3Mshares
SNOWSNOWFLAKE INC71,760$16.1Mshares
RBRKRUBRIK INC.171,140$15.3Mshares
BSXBOSTON SCIENTIFIC CORP140,769$15.1Mshares
COINCOINBASE GLOBAL INC39,800$13.9Mshares
PODDINSULET CORP42,150$13.2Mshares
HOODROBINHOOD MKTS INC131,000$12.3Mshares
NTNXNUTANIX INC156,701$12Mshares
ISRGINTUITIVE SURGICAL INC13,600$7.39Mshares
AMZNAMAZON COM INC31,300$6.87Mshares
MELIMERCADOLIBRE INC2,430$6.35Mshares
NLRVANECK ETF TRUST45,600$5.07Mshares
METAMETA PLATFORMS INC6,010$4.44Mshares
WULFTERAWULF INC974,100$4.27Mshares
CSCOCISCO SYS INC58,500$4.06Mshares
AMDADVANCED MICRO DEVICES INC24,800$3.52Mshares
ZSZSCALER INC11,000$3.45Mshares
SOFISOFI TECHNOLOGIES INC142,000$2.59Mshares
HOOXTIDAL TR II DEFIANCE DAILY TAR23,932$2.1Mshares
CRCLCIRCLE INTERNET GROUP INC8,600$1.56Mshares
SRADSPORTRADAR GROUP AG32,000$899Kshares
ORCLORACLE CORP3,300$721Kshares
RIOTRIOT PLATFORMS INC20,000$226Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002029433-25-000009 base2025-11-14acceptance time not in the bulk data set